(SXRL) iShares Treasury Bond - Ratings and Ratios

The iShares $ Treasury Bond 3-7yr UCITS ETF USD (Acc) is designed to track the ICE U.S. Treasury 3-7 Year Bond Index, providing investors with exposure to a specific segment of the U.S. government bond market. The funds investment strategy involves holding a portfolio of fixed income securities that replicate the benchmark index, aiming to minimize tracking error.

Key characteristics of this ETF include its focus on U.S. Treasury bonds with maturities between 3 and 7 years, which typically offers a balance between yield and interest rate risk. The funds assets under management (AUM) stand at approximately $4.064 billion USD, indicating a significant presence in the market. As a UCITS-compliant ETF listed on XETRA, it is accessible to a broad range of investors across Europe and beyond.

From a performance perspective, the ETF has demonstrated stability, with a relatively low average true range (ATR) of 0.40, equivalent to 0.28% of its last price. This suggests that the funds value does not fluctuate wildly, making it potentially attractive to risk-averse investors or those seeking to hedge against market volatility. The ETFs price is currently near its 52-week high, indicating strong recent performance.

To further evaluate this ETF, we can consider additional KPIs such as the yield to maturity (YTM), duration, and expense ratio. A lower expense ratio is generally favorable as it indicates lower costs for investors. The funds duration, which measures its sensitivity to interest rate changes, is also crucial for understanding its risk profile. A duration of around 4-5 years can be expected given its 3-7 year maturity focus, but the exact figure would require further data. Investors should also consider the funds tracking error, which measures its deviation from the benchmark index, to assess its effectiveness in replicating the indexs performance.